SPWM
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Spartan Planning & Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Spartan Planning & Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$986 Buy
15
+12
+400% +$754 ﹤0.01% 134
2022
Q3 		$0 Hold
3
– – ﹤0.01% 89
2022
Q2 		$0 Hold
3
– – ﹤0.01% 115
2022
Q1 		$0 Buy
+3
New +$226 ﹤0.01% 136

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spartan Planning & Wealth Management's ESGD Position: Q4 2022 in Review

Spartan Planning & Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 400% in Q4 2022, buying an estimated $754 and bringing the position to 15 shares worth $986. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Spartan Planning & Wealth Management first reported a position in ESGD in Q1 2022 and has held it in 4 quarters since. 545 funds tracked by Wall St. Rank hold ESGD as of Q4 2022.

  • Spartan Planning & Wealth Management held 15 shares of iShares ESG Aware MSCI EAFE ETF worth $986 as of Q4 2022.
  • Spartan Planning & Wealth Management bought 12 iShares ESG Aware MSCI EAFE ETF shares in Q4 2022, an estimated $754.
  • iShares ESG Aware MSCI EAFE ETF made up ﹤0.01% of Spartan Planning & Wealth Management's portfolio in Q4 2022, its #134 holding.
  • Spartan Planning & Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2022 and has held it in 4 quarters since.
  • 545 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q4 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.